ClientSuccess

MARCH 28, 2023

As a SaaS organization scales, there inevitably arises a distinction between SMB customers and enterprise customers. The allocation of resources, in particular, is a critical factor that can either make or break a customer success team’s large account management process. Here are a few factors to consider: 1.

Accountability 52

Accountability Management SaaS Enterprise 52

ChurnZero

JULY 9, 2020

These SaaS companies offer comprehensive training programs, resources, and events to their customers and even the larger professional community. Celebrate (and Capitalize) on Success With Case Studies. As your customer base expands, it’s helpful to develop a system of qualifications for determining case study candidates.

SaaS 64

SaaS Marketing Upselling Chief Customer Officer 64

ClientSuccess

SEPTEMBER 8, 2020

When a SaaS organization is in the midst of scaling, there comes a time when there starts to be a clear differentiation between SMB customers and enterprise customers. This last factor – resource allocation – can make or break a customer success team’s large account management process.

Accountability 52

Accountability Management SaaS Journey mapping 52

Outsource Consultants

MARCH 18, 2025

These case studies show that, when executed thoughtfully, outsourcing can boost service performance while controlling costs. A study by ContactBabel found that these hidden costs can account for up to 15% of the total outsourcing expense in the first year. Another often-overlooked expense is the cost of quality assurance.

Call Center 67

Call Center outsourcing First call resolution Average Handle Time 67

ChurnZero

OCTOBER 22, 2021

If you work for a SaaS business, you know word-of-mouth marketing is everything. product usage (does the account have above 80% account utilization with high feature usage?), Always advocate for how to incent the team for bringing customer references, case studies, and advocates to the table.”.

Customer advocacy 96

Customer advocacy SaaS Benchmark Healthcare 96

ClientSuccess

MARCH 9, 2020

As modern SaaS customers have changed and grown more complex over the last few years, the roles of customer success and customer experience have also changed. As part of this mission, customer success managers (CSMs) are responsible for the ongoing ‘success’ of a customer account. Looping in Customer Experience.

Customer Experience 97

Customer Experience Upselling Accountability SaaS 97

Education Services Group

NOVEMBER 25, 2019

Instead, they’re simply “rebranding” their Account Managers as Customer Success Managers with little to no training or transition. Customer Success and Account Management Serve Different Purposes. The main purpose of an Account Manager is twofold. In general, Account Managers are in a sort of “standby” position.

Accountability 59

Accountability Management Upselling Sales 59

ClientSuccess

JANUARY 25, 2021

The old adage that ‘your current customers are your best marketing tool’ still holds true, even in the age of digital marketing and SaaS vendors. Your current customers know your product inside and out and, hopefully, have seen firsthand the value your solution provides and the support of your account management team. Case Studies.

Customer retention 81

Customer retention Marketing SaaS Accountability 81

ClientSuccess

DECEMBER 23, 2019

Customer sentiment and satisfaction with the different touch points and engagements with a vendor is called the Customer Experience , aka CX, and it’s one of the main pillars of customer success for any SaaS organization. Here are three considerations to take into account to help improve your digital CX: 1.

Customer Experience 78

Customer Experience SaaS Chatbots Accountability 78

ChurnZero

JANUARY 26, 2022

Improving Customer Retention and Account Management with the ChurnZero and HubSpot Integration. Here’s how SaaS companies, Customer Success teams, Account Managers, and Chief Customer Officers can use the ChurnZero integration with HubSpot to increase customer retention, reduce churn, and improve the customer experience.

Customer retention 97

Customer retention Chief Customer Officer Accountability SaaS 97

ChurnZero

DECEMBER 14, 2022

The entries we received were outstanding, exemplifying the power of CS as a revenue-driving growth engine for SaaS and subscription businesses, and the potential of Customer Success software to fuel standout results. Boosting account renewals and expansions using data and automation. Adoption Hero: Cision.

SaaS 98

SaaS Accountability Customer advocacy Feedback 98

Amity

DECEMBER 18, 2017

In this SaaS day and age, using, switching, or even creating a product has become like a walk in the park. This means that your client is not just yours alone but may be very busy talking to reps from other SaaS companies. For instance, a new office and team expansion give you an opportunity to grow the account.

SaaS 87

SaaS industry standards Accountability Feedback 87

CustomerSuccessBox

MAY 17, 2021

Although the Global SaaS industry suffers from a 30% churn rate and at the same time there are companies who are hitting 130% MRR. Configuring 360-degree account health. So actually you automated one and monitored the other so that you can trigger the right human intervention for the right accounts at the right moment.

Customer retention 52

Customer retention SaaS Accountability 52

CustomerSuccessBox

AUGUST 1, 2019

Customer Success Managers (CSM) and Leaders in a B2B SaaS company who are handling medium to high-touch customers. Positive confidence tags : If the customer is driving a case study with you, if they have referred anyone, etc. You can also watch our webinar on how to configure the perfect customer health score for your B2B SaaS.

SaaS 74

SaaS B2B Accountability Metrics 74

ClientSuccess

DECEMBER 23, 2019

Customer sentiment and satisfaction with the different touch points and engagements with a vendor is called the Customer Experience , aka CX, and it’s one of the main pillars of customer success for any SaaS organization. Here are three considerations to take into account to help improve your digital CX: 1.

Customer Experience 69

Customer Experience SaaS Chatbots Accountability 69

CustomerSuccessBox

SEPTEMBER 4, 2019

In case, you are planning to switch to Customer Success and wonder how we truck through our day, here’s a little glimpse. A Customer Success Manager’s role differs on the basis of a high/low touch base model and the size of the accounts – small, medium and enterprise. It gives me a sense of triumph.

SaaS 78

SaaS Accountability Best practices Finance 78

ClientSuccess

MARCH 9, 2020

As modern SaaS customers have changed and grown more complex over the last few years, the roles of customer success and customer experience have also changed. As part of this mission, customer success managers (CSMs) are responsible for the ongoing ‘success’ of a customer account. Looping in Customer Experience.

Customer Experience 74

Customer Experience Upselling Accountability SaaS 74

ClientSuccess

NOVEMBER 2, 2020

As SaaS organizations and their customers slowly but surely get used to the ‘new normal’ that 2020 ushered in, customer success managers and team leaders are more focused than ever before. The modern SaaS customer success community is incredibly vocal and supportive with sharing their vast knowledge and insight with others.

Chief Customer Officer 70

Chief Customer Officer SaaS Education Best practices 70

CustomerSuccessBox

DECEMBER 4, 2018

In the SaaS world, the customer-acquisition-cost (CAC) is high and the initial payment is peanuts compared to the lifetime value (LTV) of the customer. According to studies , the LTV value should be at least 3 times the CAC in order for your company to grow and be sustainable. This is a reactive approach and is NOT true.

Best practices 40

Best practices Customer retention SaaS Metrics 40

AWS Machine Learning

SEPTEMBER 27, 2023

MDaudit provides a cloud-based billing compliance and revenue integrity software as a service (SaaS) platform to more than 70,000 healthcare providers and 1,500 healthcare facilities, ensuring healthcare customers maintain regulatory compliance and retain revenue. says Nisheet Goenka, VP of Engineering at MDaudit.

Healthcare 121

Healthcare Engineering SaaS Analytics 121

CustomerSuccessBox

FEBRUARY 14, 2019

The customers that are retained help in bringing consistent monthly revenue for a SaaS company. Provide references, case studies, customer stories to Sales and Marketing. Case studies and testimonials help build trust among potential clients. Create upsell opportunities.

Management 67

Management Upselling SaaS Sales 67

Amity

JUNE 11, 2018

If you are a SaaS company looking to invest in Customer Success, one of the most important considerations is the customer per Customer Success Manager (CSM) ratio – the number of customers a CSM can support while still remaining effective. This aligns with the type of business as opposed to their size of revenue.

Customer retention 91

Customer retention Strategic Value SaaS Sales 91

aircall

OCTOBER 25, 2018

Today, sales enablement is a growing area of focus for almost all B2B service providers — especially SaaS companies struggling to differentiate themselves amid stiff competition. In my previous role, I was the sales enablement coordinator for a high-growth SaaS company. Case studies. Case studies.

Sales 75

Sales B2B Outbound sales SaaS 75

Amity

MARCH 1, 2018

Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory. The feedback of a churned customer is invaluable, try triggering one last campaign for those accounts and ask for their feedback. You may lose customers if you lag.

Customer advocacy 73

Customer advocacy Surveys Upselling Feedback 73

CSM Practice

JUNE 4, 2021

A high touch customer success model involves frequent touchpoints with customers about the entire SaaS journey, from onboarding to after-sales activities. 9 to 10: Promoters (likely to stay on and increase their investment in your solutions; mostly account for 80% of referrals). Useful Programs for Setting Customer Success KPIs.

SaaS 52

SaaS Upselling Metrics CRM 52

NobelBiz

MAY 25, 2023

To assess the ease of integration, it’s helpful to inquire about the vendor’s experience working with similar systems and to request case studies or customer testimonials. By taking these factors into account, you can make an informed decision and choose a vendor that will help you achieve your business objectives.

call center software 98

call center software Call Center APIs Contact Center 98

Amity

JULY 4, 2017

Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory. You can automatically send an NPS email to your key contacts when: An account goes from a lifecycle stage to another or when they reach specific milestones.

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

CSM Practice

MARCH 13, 2020

As beneficial as they can be, the exit of a champion is one of the most common reasons for churn in SaaS companies for many reasons. Your CSMs, Account Managers, and other top-level executives can be mapped to your executive sponsors depending on their account segment. Little or no perceived value for the product.

SaaS 82

SaaS Best practices Enterprise Accountability 82

ChurnZero

AUGUST 2, 2019

With statistics like this , it’s not surprising that a strategy once reserved for food courts has spread to other industries ; SaaS is no exception. For SaaS based businesses, initial product usage has a major impact on long term Customer Success. Now That You Know .

SaaS 58

SaaS Accountability Sales Personalization 58

Totango

MARCH 2, 2021

The SaaS business model has transformed contemporary understanding of customer journey stages. Before the rise of SaaS, the customer journey was typically viewed from a marketing and sales perspective, as represented by the image of a funnel marking the steps from brand awareness to a sale. Case Studies. Consideration.

Upselling 63

Upselling SaaS Brand ambassadors Sales 63

CustomerSuccessBox

APRIL 9, 2021

Why choosing the right Customer Retention Software has become so important for B2B SaaS Business? To know the answer, let’s have an overview of how customer retention works for B2B SaaS Business. You should have a single timeline that gives the exact history of the account. Account Health.

Customer retention 52

Customer retention B2B SaaS Accountability 52

Amity

DECEMBER 22, 2014

If you are a SaaS company looking to invest in Customer Success, one of the most important considerations is the customer per Customer Success Manager (CSM) ratio – the number of customers a CSM can support while still remaining effective. Investment Considerations for #CustomerSuccess #SaaS Click To Tweet.

SaaS 64

SaaS Customer retention Strategic Value Sales 64

CustomerSuccessBox

MARCH 15, 2022

Use this analogy to explain your SaaS business model. For SaaS organizations, the purpose of a free trial is to obtain a customer. Improve account management proactively – Using real-time health measures, the team was able to forecast whether a client will churn or renew. Offer a short free trial period.

SaaS 52

SaaS Construction Accountability B2B 52

CustomerSuccessBox

JUNE 20, 2022

Now that you’ve chosen to read this article, I suppose you are already aware of the weightage that the Customer Success function holds for your SaaS business. Under all the fancy showbiz lies the fact that running a SaaS business is very challenging. Benefits of having a Customer Success Software for your SaaS business-.

Upselling 52

Upselling SaaS CRM Multi-channel support 52

ProProfs Blog

JUNE 30, 2020

I include case studies of role-model companies that will inspire any organization to kick-start its own revolution… an amazement revolution!”. This book is a unique tool that can help readers visually map existing customer experiences and future solutions that can be taken into account to make it even better. On Writing Well.

Customer Service 128

Customer Service Chief Customer Officer Customer centricity Coaching 128

Amity

JUNE 28, 2016

For success teams, this might mean more emphasis on data-driven support, particularly when it comes to SaaS companies. Inbound marketing is still having its time in the sun, but more marketing and sales teams are turning to account-based marketing and outbound sales tactics to achieve results. Outbound Returns. Enabling the Sales Team.

B2B 51

B2B Outbound sales Accountability Sales 51

CustomerSuccessBox

MAY 16, 2022

Since you choose to read this blog, I suppose you already know the gravity of Customer Success in a B2B SaaS business. Now, imagine having a great SaaS product where you are already providing the top-notch customer support, and somehow when the day of renewal comes your customer refuses to renew your subscription. Account Health.

Management 52

Management Upselling SaaS Accountability 52